Stock Pulse
Johnson & Johnson (JNJ) faces ongoing talc-related lawsuits after a bankruptcy maneuver was rejected, but remains confident in its legal defense and the strength of its core pharmaceutical and medtech businesses [1], [4], [11]. Positive Phase III trial results for its psoriasis drug icotrokinra boost its dermatology portfolio and offer potential for future revenue growth [2], [6]. Upcoming Q1 2025 earnings are anticipated to show modest revenue growth but a decline in EPS, with growth in some segments offset by biosimilar competition and pressures in certain markets [4], [9]. While JNJ stock has outperformed the market this year, downward revisions to earnings estimates and concerns about potential pharmaceutical tariffs represent headwinds [4], [5], [8], [9], [10]. The company’s strong financial position and consistent dividend increases offer some reassurance to investors [1].